Services
Our ideal client(s) are those already retired or within 10 years of retirement. That being said, we believe anyone can benefit from our services.
Retirement Planning
We work closely with our clients to develop a customized, non-cookie cutter plan. During our initial meetings we are acquiring the necessary information to build their ideal portfolio. Our goal is for our clients to continue their lifestyle into retirement without having to worry about the ups and the downs in the Markets.
Portfolio Management
At DeSimone Investments we manage our client's assets via separately managed accounts (SMA). All accounts are held in the client's name and Interactive Brokers acts as the custodian. The minimum account size is $250,000.
Additional Services
Life Insurance
We partner with an outside Life Insurance representative to ensure our clients have the necessary life insurance coverage and to offer Annuity products, if deemed necessary. A DeSimone Investments representative is always present during these meetings to ensure our clients are not put in any unnecessary high pressure sales predicament.
Accounting Needs
We partner with an outside CPA to cover off on any personal tax questions or tax needs you may have. Bookkeeping services are also available to clients who have their own business.
Estate Planning
DeSimone Investments partners with an outside Tax Attorney to help with our clients Will & Trusts needs. We help develop Estate Planning alternatives, such as Irrevocable Trusts, as a way to help protect your assets from unexpected future Long Term Care needs.